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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,437 | $138,078-67.8% | $125,363-64.6% | $134,509-67.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.60% | 750.49%-769.1pp | 572.15%-590.7pp | 418.13%-436.7pp |
| Employer contribution / active EE | $21,348 | $5,245+307.0% | $4,815+343.4% | $4,741+350.3% |
| Participant deferral / active EE | $16,818 | $7,800+115.6% | $7,447+125.8% | $6,400+162.8% |
| Admin fee / account holder | $11,974 | $11,566+3.5% | $10,005+19.7% | $11,427+4.8% |